Meriwether Wealth and Planning is proud to support our local students by offering four (4) $1,000 scholarships to eligible graduating high school seniors. We are able to offer four scholarships again this year thanks to the generosity of our clients. Applications are available at https://www.meriwether.com/scholarship and must be received by Tuesday, March 31, 2026 at...Read More

Asset Location: The Tax Strategy Most Investors Miss You’ve heard of asset allocation – the mix of stocks, bonds, and other investments in your portfolio. But have you heard of asset location? If not, you’re not alone. Most investors haven’t. Yet this simple strategy can save you thousands – even tens of thousands –of dollars...Read More

Tax-Smart Investing: Are You Leaving Money on the Table? Here’s a question every investor should ask: Am I paying more in taxes than I need to pay? Most people fixate on performance – checking their returns, comparing them to market benchmarks, celebrating growth. But savvy investors know something else: What matters isn’t how much you...Read More

How to Protect Your Purchasing Power in Retirement Maybe you’re old enough to remember life in early 1986. Back then, you could get a gallon of gas or a dozen eggs for less than a buck! Unfortunately, prices have a way of creeping up. And while a few cents here and there might not seem...Read More

Qualified Charitable Distributions: A Smarter Way to Give in Retirement You’ve been giving to your church or favorite charity for years. Maybe it’s a monthly check. Or maybe you write one big check at year-end as tax time approaches. You believe in being generous, in using your wealth for good. But here’s a question: Are...Read More

Creating a Retirement Budget Contrary to popular belief, retirement isn’t a finish line. It’s the start of a new chapter in life – one you’ve been working toward for decades. As exciting as retirement is, it always comes with big questions. If you’re like most people, you wonder, “Will my savings be enough? How can...Read More

Estate Planning Consider the life you’ve built. The values you’ve embraced. The hours you’ve worked. The sacrifices you’ve made. Now reflect on your net worth. It’s so much more than a number on a balance sheet – it’s the tangible evidence of a lifetime of hard work, goals met, and stewardship. Ask yourself, “How can...Read More

You’ve been paying into Social Security for decades. Now, you’re mulling the question: When should I start collecting? This is about more than the size of your checks. It’s also about timing this important part of your financial foundation so that it facilitates the life you want in retirement. Whether you want to travel, help...Read More

Does this scenario sound familiar? You check your 401(k) statement and immediately your mind is full of questions. My account is growing, but will it be enough for retirement? What do I do with my 401k when I retire? What, if anything, do we need to change? First, some perspective…that 401(k) balance you’re staring at...Read More

April 30, 2025 – Meriwether Wealth & Planning is pleased to announce the recipients of the 2025 Meriwether Scholarships. Thirty-four scholarship applications were received from high school seniors across North Louisiana. A selection committee composed of Meriwether clients reviewed the applications, essays, and accompanying recommendation letters to determine the top applicants. These students will each...Read More